Sequoia Financial Advisors LLC decreased its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 33.3% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 153,645 shares of the company’s stock after selling 76,619 shares during the period. Sequoia Financial Advisors LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $4,251,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds also recently made changes to their positions in the business. Courage Miller Partners LLC grew its holdings in Schwab U.S. Large-Cap Value ETF by 2.1% in the second quarter. Courage Miller Partners LLC now owns 274,001 shares of the company’s stock worth $7,582,000 after purchasing an additional 5,727 shares during the period. M3 Advisory Group LLC boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 1.5% during the 2nd quarter. M3 Advisory Group LLC now owns 92,987 shares of the company’s stock worth $2,573,000 after purchasing an additional 1,377 shares in the last quarter. Retirement Planning Group LLC NY boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 11.9% during the 2nd quarter. Retirement Planning Group LLC NY now owns 11,674 shares of the company’s stock worth $323,000 after purchasing an additional 1,239 shares in the last quarter. CWM LLC boosted its position in shares of Schwab U.S. Large-Cap Value ETF by 4.9% during the 2nd quarter. CWM LLC now owns 126,252 shares of the company’s stock worth $3,493,000 after purchasing an additional 5,925 shares in the last quarter. Finally, Lodestar Private Asset Management LLC raised its stake in Schwab U.S. Large-Cap Value ETF by 28.6% during the 2nd quarter. Lodestar Private Asset Management LLC now owns 31,756 shares of the company’s stock worth $879,000 after buying an additional 7,069 shares during the period.
Schwab U.S. Large-Cap Value ETF Stock Performance
SCHV stock opened at $29.01 on Wednesday. The stock’s 50 day simple moving average is $28.73 and its 200 day simple moving average is $27.42. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $23.08 and a fifty-two week high of $29.40. The company has a market cap of $13.67 billion, a P/E ratio of 19.08 and a beta of 0.94.
Schwab U.S. Large-Cap Value ETF Profile
Schwab U.S. Large-Cap Value ETF (the Fund) goal is to track the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market Index (the Index). The Fund’s index includes the large-cap value portion of the Dow Jones U.S. Total Stock Market Index available to investors in the marketplace. The Dow Jones U.S.
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